DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••••• M••••••••• S•••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Crystal W Van Lenten | Dover, De | Feb 23, 2026 | Feb 22, 2026 |
| Christopher Steven Fantano | Middletown, De | Feb 24, 2026 | Feb 20, 2026 |
| Peni Sue Warren | Dover, De | Feb 24, 2026 | Feb 20, 2026 |
The rule
- Registrations ended
- Feb 23, 2026 to Feb 24, 2026
- Registered next
- Feb 20, 2026 to Feb 22, 2026
- Branch state
- DE
- Cities
- 2, most in Dover, De
- Registered there that day
- 24,915 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.